Relationship Manager - Wealth

Boutique firm seeks an experienced Relationship Manager to support the Wealth Advisory team in Melbourne. 

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges. You will act as the main point of contact for clients in Melbourne.

This role comes with extensive flexibility to work from home, in a diverse & growing business.

Responsibilities:

• Dialogue with clients to understand their business objectives and challenges
• Analyze clients' data and provide strategic recommendations to clients
• Actively managing client and stakeholder relationships.
• Engaging with high-net-worth and other clients to implement and manage portfolios.

Qualifications:

• MUST have a Diploma of Financial Planning
• MUST have 4-6 years' of client relationship experience in Financial Planning & Wealth Management
• Ability to manage multiple projects and clients
• Strong communication and interpersonal skills
• Ability to work unsupervised & maintain excellent results

Send your CV to ***********@andersenpartnership.com or apply via the portal.